Focused Wealth Management’s ATLAS PIPELINE PARTNERS LP UTS APL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-422
| Closed | -$12K | – | 742 |
|
2014
Q4 | $12K | Hold |
422
| – | – | 0.01% | 395 |
|
2014
Q3 | $15K | Hold |
422
| – | – | 0.01% | 370 |
|
2014
Q2 | $15K | Hold |
422
| – | – | 0.01% | 363 |
|
2014
Q1 | $14K | Hold |
422
| – | – | 0.01% | 344 |
|
2013
Q4 | $15K | Buy |
+422
| New | +$15K | 0.01% | 342 |
|